Online Trustee Portal, providing real-time access to Accounting, Management Reports and other important documentation. Online Owner Portal, providing real-time access to Owners detailed Levy Invoices/Statements, Transactions and other important documentation. The portals are mobile friendly and easy to use.
The Online Trustee Portal includes detailed and comprehensive management reports, including but not limited to: Property Cash Summary, Cash Flow Statement, Arrears Report, Detailed Ledger, Rent/Levy Roll, Balance Sheet, Trial Balance and Income Statement (comparing Actual to Budget in a monthly YTD and forecasted view).
State Of The Art Information Systems
LEADING SOFTWARE SUCH AS MDA PROPERTY MANAGER, WECONNECTU AND M-FILES
We created a “back-office” Accounting and Arrears Collection Department to ensure specialization and efficiency are achieved in these areas. We hold a clean audit history and are proud to be accredited as a CIMA Training Provider.
We offer a Complete Management Solution that involves us to act as the Executive Managing Agent and fulfill all the Roles and Responsibilities of the Board of Trustees.